See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,578 | $60,124-2.6% | $90,404-35.2% | $79,858-26.6% |
| Participation rate | 94.8% | 65.0%+29.8pp | 72.7%+22.1pp | 69.6%+25.2pp |
| Annual return | 26.13% | 71.94%-45.8pp | 1293.02%-1266.9pp | 31.71%-5.6pp |
| Employer contribution / active EE | $1,176 | $2,068-43.1% | $3,262-63.9% | $2,471-52.4% |
| Participant deferral / active EE | $6,705 | $2,938+128.2% | $3,963+69.2% | $3,740+79.3% |
| Admin fee / account holder | $1,700 | $3,976-57.2% | $5,611-69.7% | $5,306-68.0% |